Skip to content
Disclosery

CFM WEALTH PARTNERS LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFM WEALTH PARTNERS LLC on AVGO, newest first. How the timeline and the estimate are built.

CFM WEALTH PARTNERS LLC held 31,296 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,296 shares
    Change vs previous 13F +635 shares

    1.51% of the 13F portfolio, value $11,822,014.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,661 shares
    Change vs previous 13F +3,877 shares

    1.42% of the 13F portfolio, value $9,489,845.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,784 shares
    Change vs previous 13F +3,278 shares

    1.34% of the 13F portfolio, value $9,269,897.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,506 shares
    Change vs previous 13F +16,249 shares

    1.13% of the 13F portfolio, value $7,754,821.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,257 shares
    Change vs previous 13F +3,589 shares

    0.32% of the 13F portfolio, value $2,000,501.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,668 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $614,174.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).